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Concurrent Investment Advisors’s Dell DELL Stock Holding History

Concurrent Investment Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9M Buy
59,954
+16,974
+39% +$4.91M 0.22% 92
2026
Q1 		$7.05M Buy
42,980
+3,956
+10% +$527K 0.08% 280
2025
Q4 		$4.91M Buy
39,024
+23,184
+146% +$3.27M 0.06% 332
2025
Q3 		$2.25M Buy
15,840
+390
+3% +$50.6K 0.04% 431
2025
Q2 		$1.89M Buy
15,450
+9,266
+150% +$947K 0.04% 447
2025
Q1 		$564K Buy
6,184
+2,232
+56% +$236K 0.01% 714
2024
Q4 		$455K Buy
3,952
+30
+0.8% +$3.77K 0.01% 692
2024
Q3 		$465K Buy
3,922
+354
+10% +$41.2K 0.01% 643
2024
Q2 		$492K Buy
3,568
+1,473
+70% +$197K 0.02% 589
2024
Q1 		$239K Buy
+2,095
New +$195K 0.01% 741

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concurrent Investment Advisors's DELL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dell (DELL) stake by 39% in Q2 2026, buying an estimated $4.91M and bringing the position to 59,954 shares worth $25.9M. The position accounts for 0.22% of the portfolio, ranked #92.

Concurrent Investment Advisors first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Concurrent Investment Advisors held 59,954 shares of Dell worth $25.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,974 Dell shares in Q2 2026, an estimated $4.91M.
  • Dell made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Concurrent Investment Advisors first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.